Add a Note to a Service Request

Add a Note to a Service Request

When you want to add simple information to a Service Request, you can use the Note card on their Summary tab.

  1. Go to the Service Request workspace.
  2. Find the Service Request you want to add a Note to. Click on its Request ID to open its record.
  3. Locate the Notes card on the Details tab.
  4. Click the Edit button. Type the note you want to add. Press enter when finished.
  5. Type the note you want to leave into the field. Click OK.


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